How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to IMPACTfolio,

13F Portfolio OverlapQ1 2026IMPACTfolio, portfolio →

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Most similar hedge funds by 13F overlap

IMPACTfolio, LLC is an institutional investor managing $235M across 35 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to IMPACTfolio, are Stanich Group, RAM Investment Partners,, Torren ,, with shared positions in $NOW, $MUFG, $HUM, $MAR, $AMAT, $UPST. The full ranking of 25 similar funds is below.

#1Stanich Group LLCSmart money

Highly similar · 4 shared positions

$NOW $MUFG $HUM $MAR

$131M

47 positions

#2RAM Investment Partners, LLCActive

Notable overlap · 3 shared positions

$NOW $MAR $AMAT

$569M

121 positions

#3Torren Management, LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $AMAT

$201M

983 positions

#4LFA - Lugano Financial Advisors SAActive

Notable overlap · 3 shared positions

$NOW $MUFG $MAR

$197M

223 positions

#5Impact Investors, IncPassive

Notable overlap · 4 shared positions

$NOW $MUFG $AMAT $UPST

$144M

106 positions

#6Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$NOW $MAR $AMGN

$399M

34 positions

#7Bond & Devick Financial Network, Inc.Passive

Notable overlap · 4 shared positions

$NOW $MUFG $AMAT $AMGN

$358M

188 positions

#8Laurel Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NOW $MUFG $NU

$190M

59 positions

#9TRUE BLUE FINANCIAL, LLCActive

Notable overlap · 4 shared positions

$NOW $MUFG $NU $SYK

$127M

52 positions

#10Xena Financial Planning, LLCActive

Notable overlap · 3 shared positions

$NOW $NU $MUFG

$89M

33 positions

#11Shira Ridge Wealth ManagementActive

Notable overlap · 4 shared positions

$NOW $HUM $MAR $SYK

$253M

79 positions

#12Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$NOW $MUFG $NU

$143M

96 positions

#13SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Some overlap · 3 shared positions

$NOW $MUFG $HUM

$154M

39 positions

#14rebel Financial LLCPassive

Some overlap · 3 shared positions

$MUFG $NU $NOW

$231M

65 positions

#15Avise Financial Cooperative, Inc.Passive

Some overlap · 3 shared positions

$MUFG $NOW $UPST

$121M

102 positions

#16SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive

Some overlap · 3 shared positions

$NOW $NU $AMAT

$191M

88 positions

#17MayTech Global Investments, LLCSmart money

Some overlap · 3 shared positions

$NOW $NU $SYK

$820M

23 positions

#18CRUX WEALTH ADVISORSPassive

Some overlap · 5 shared positions

$NOW $MUFG $AMAT $SYK $HUM

$261M

181 positions

#19MYECFO, LLCActive

Some overlap · 3 shared positions

$NOW $MAR $HUM

$239M

66 positions

#20Pioneer Wealth Management GroupSmart money

Some overlap · 4 shared positions

$NOW $NU $HUM $MAR

$357M

50 positions

#21North Berkeley Wealth Management, LLCPassive

Some overlap · 4 shared positions

$NU $MUFG $AMAT $NOW

$189M

73 positions

#22WIT, LLCSmart money

Some overlap · 3 shared positions

$MUFG $UPST $NOW

$5.3B

22 positions

#23Pine Haven Investment Counsel, IncPassive

Some overlap · 5 shared positions

$NOW $AMAT $SYK $MAR $AMGN

$136M

114 positions

#24Midwest Financial Partners Investments, Inc.Active

Some overlap · 3 shared positions

$NOW $MUFG $AMGN

$189M

76 positions

#25MANNING & NAPIER ADVISORS LLCActive

Some overlap · 3 shared positions

$NU $NOW $AMAT

$7.1B

616 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.